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HSBC Mutual Funds
HSBC Mutual Fund is one of the leading Asset Management Companies. It is a part of the HSBC Securities and Capital Markets (India) Pvt. Ltd. It offers international quality investment options accross the globe. HSBC Asset Managememore...
38
Schemes
₹ 11,687 Cr
Total AUM
Investment Calculator
Investment Duration5 years
₹ 0
Total Investment₹ 0
Wealth Gained₹ 0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsTop HSBC Mutual Fund Schemes
| Fund Name | 3Y CAGR | 5Y CAGR |
|---|---|---|
4.9% | 5.5% | |
Top Ranked | 5.2% | 5.9% |
Top Ranked | 4.4% | 5.0% |
Top Ranked | 12.2% | 13.5% |
0.0% | 0.0% |
Key Information
HSBC Asset Management(India)Private Ltd manages assets worth 11,686 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 20 equity,66 debt and 17 hybrid funds.
| Founded | 27 May 2002 |
| CIO | Mr. Tushar Pradhan |
| Trustee | Board of Trustees, HSBC Mutual Fund |
| Incorporated | 12 December 2001 |
| MD & CEO | Mr. Ravi Menon |
| Sponsors | HSBC Securities and Capital Markets (India) Private Limited |
HSBC Mutual Fund Customer Care
HSBC Asset Management(India)Private Ltd Address
16, V N RoadFort, Mumbai- 400001
Phone & Fax
HSBC Mutual Funds NAV Chart
₹
NAV ()
How to invest in best mutual funds?
Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.
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Create an Account
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Invest online & transfer
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track your investments
Track, invest more and withdraw your investments through the Scripbox dashboard
3,600+
AUM
2,500+
Cities
2012
Established
How to Invest in HSBC Global Mutual Funds ?
Invest online in HSBC Global Mutual Fund house via Scripbox. It is an easy and convenient process. All you need to do is follow the few simple steps mentioned below.
- Firstly visit the Scripbox Website for a list of Investment Plans: On the Scripbox Homepage click on the “Let’s Get Started” button. This will unlock a list of investment options as per your life goal. To start investing in a Mutual Funds Scheme, pick any of the options best suited to your financial goal. Click on “Continue” to proceed with Mutual Fund Investment
- Secondly sign up to create an account: If you are an existing Scripbox member, Sign in with your details. When you sign in, a list of different investment options will appear on your screen. Scripbox allows investors to select the payment option. You can select the “Every month SIP” or “One-time payment” option depending on your cash flow. The investment amount can be as per your financial goal and cash flow. Click on the “See Recommended Funds” to proceed for investment.
- Thirdly check the Plan and Fund Allocation: A list of mutual funds schemes to invest online and the allocated amount for the selected plan is shown on this page. Read the details before proceeding ahead. If you wish to change the fund or amount, you can do that by clicking on the option, “I want to change Funds/ Amount.” Now click on the”Next” button to make the payment.
- Lastly, Bank Details and Money Transfer: In the last step, you need to enter the bank account and PAN details. Scripbox provides a secure environment for payment. A bank account is used for investing and crediting the redemption proceeds only.
KYC Required To Invest In HSBC Global Mutual Fund
KYC stands for “Know Your Customer”. It helps in identifying an investor through relevant documents. SEBI has prescribed certain guidelines for KYC. An investor has to fulfil the KYC procedure before investing in a SEBI registered mutual fund. A KYC form will include details of identity, address, financial status, occupation, and demographic information.
You can get your KYC done with Scripbox. The following KYC documents required by Resident Indians and PIO residing in India:
- Photograph
- Pan Card
- Address proof (Aadhar Card (Both Front & Back) / Driving License/ Passport/ Voter ID Card)
- KYC Authorisation Letter. (Please write on a paper that “I authorize Scripbox to do my mutual fund KYC” & sign below it)
- Video Selfie: Record a video by facing the camera for 5 seconds.
One can upload the clear colour scanned copies of your KYC documents during the registration itself. Or. You could also share your KYC documents at help@scripbox.com or WhatsApp it to us on +91-8884448026.
How to Download Mutual Fund Investment Statement?
The following steps will guide you to download your HSBC mutual fund investment statement using the Scripbox App:
- Login to your Scripbox account using the Scripbox account.
- On the app’s main page, click on the ‘Profile tab’ and select the option’ Investment History’.
- Scroll down and click on ‘Email Me’. Scripbox will send an email with a link to download your mutual fund statement.
- Click on the link in your registered email to download the mutual fund investment history in excel format.
The excel statement will include the following details in two separate tabs:
- Orders Tab: The sheet includes these details: Fund Name, Investor Name, Folio Number, Amount Invested, Units, Oder NAV, Date of Investment, STT, and Purpose.
- Current Holding Tab: This sheet has the following details: Folio Number, Fund Name, Current Value, Units, and Purpose
Top HSBC Mutual Fund Managers
Explore: Top Fund Managers
| Fund Manager | Type Of Fund | Number of Schemes |
| Neelotpal Sahai | Equity | 5 |
| Gutam Bhupal | Equity | 7 |
| Anitha Rangan | Equity | 3 |
| Kapil Punjabi | Debt | 8 |
| Priyankar Sarkar | Equity | 4 |
| Ritesh Jain | Debt | 3 |
| Ranjithgopal K A | Equity | 1 |
| Ankur Arora | Equity | 1 |
| Amaresh Mishra | Equity | 1 |
Mr. Neelotpal Sahai
Mr Sahai is the Fund Manager at HSBC Asset Management Company, being associated since 2013. He possesses an overall experience of 15 years in wealth creation.
Prior to joining, he worked as a Senior Management Trainee for Hewlett Packard in 1994. He later moved to SBC Warburg as a Research Analyst in 1997. And later worked with Infosys Technologies Ltd. as a Senior Project Manager.
Mr Sahai currently manages an AUM of Rs. 744cr across several schemes. Some of the Schemes under his management are HSBC Large Cap Equity Fund, HSBC Small Cap Equity Fund etc. Academically, he is a B. Tech from IT BHU as well as PGDM from IIM.
Mr. Gutam Bhupal
Mr Bhupal is the Fund Manager at HSBC Global Asset Management India Limited. He has over 11 years of experience in the field of Research and Fund Management. At HSBC Global Asset Management India Limited he monitors the risk portfolio and credit rate of funds such as HSBC Dividend Yield Equity Fund, HSBC Infrastructure Equity Fund, HSBC Regular Savings Fund, etc.
Mr Bhupal has done his Post Graduation in Business Management. In addition, he is also a qualified Chartered Accountant as well as Company Secretary.
Ms. Anitha Rangan
Ms Rangan is the Vice President and Credit Analyst of Fixed Incomes at HSBC Global Asset Management India with more than 12 years of experience. Earlier she worked with Lehman Brothers, Nomura and Crisil. She performs in-depth economic analysis impacting the local bond markets. This further derives efficient portfolio deductions.
Mr. Kapil Punjabi
Mr Punjabi is the Vice President and Fund Manager of Fixed Income at HSBC Global Asset Management India. He has over 13 years of experience and a remarkable understanding of the financial market nuances. Prior to joining HSBC Global Asset Management India, he worked with other AMCs like Taurus Mutual Fund, Edelweiss Mutual Fund, Transmart Group (India). At HSBC Global Asset Management, he manages funds like HSBC Managed Solutions India – Conservative (Fund of Funds).
Ms Priyankar Sarkar
Mr Sarkar has been a fund manager at HSBC since July 2019. Her previous work experience includes Motilal Oswal Asset Management Company Ltd and The D. E. Shaw Group. She holds B. Eng (Hons), Electrical Engineering and Electronics, and also MBA (Finance) degree.
Mr Ritesh Jain
Mr Jain has been a fund manager at HSBC since September 2020. Previously he worked with PGIM India AMC, Morgan Stanley Investment Management Pvt. Ltd, and Principal PNB AMC. He holds a PGDBA from K.J. Somaiya Institute of Management Studies & Research, Mumbai, and a B.Com (H) from the University of Calcutta.
Mr Ranjithgopal K A
Mr Ranjithgopal is with HSBC AMC since July 2019. Prior to working with HSBC as a fund manager, he was AVP institutional sales at HSBC Global Asset Management in Mumbai, Pune, Kerala, and Tamil Nadu locations. He did BA in Economics and holds PGDM Diploma.
Mr Ankur Arora
Mr Arora has been the fund manager at HSBC mutual fund since August 2019. He previously worked with IDFC AMC, ING investments Management (India) Pvt. Ltd., Macquarie Capital Securities, Evalueserve Pvt. Ltd. and UTI Asset Management Co. Pvt Ltd. He did his PGDM from IIM and holds a B.Com (H) from Guru Nanak Dev University.
Mr Amaresh Mishra
Mr Mishra has been a fund manager at HSBC AMC since July 2019. He previously held positions like Assistant Vice President- Sales & Distribution, Assistant Vice President- Investment Management and Assistant Vice President- Equities. He is a Chemical Engineer and also holds a PGDM diploma.
Frequently Asked Questions
HSBC Mutual Fund was established in 2001. Since then, it is growing at a faster rate. It has over 100 million active customer base worldwide and has become the second-largest company listed on the London Stock Exchange. They offer mutual funds across all categories catering to multiple investor needs. Moreover, they offer quality investment options across the globe.
HSBC Mutual Fund has over 30+ funds catering to various investor needs. However, not all funds suit all kinds of investors. Investors need to access their goals, investment horizon and understanding of risk and align them with the fund’s objectives to find the best fit.
One can invest in HSBC Mutual Fund online directly through Scripbox. Alternatively, they can invest in HSBC Mutual Fund through the fund houses’ website. Moreover, they can also invest in HSBC Mutual Fund through any other online platform or mobile application.
A SIP can be stopped online by directly going to the HSBC mutual fund website and logging in with a folio number or any online portal where the investment has been started.
To withdraw money from HSBC Mutual Fund, one can visit the nearest HSBC Mutual Fund office and submit a form. Alternatively, they can visit the HSBC Mutual Fund website and redeem the investment by logging in with the folio number. They can also withdraw their HSBC Mutual Fund investments from any online portal where they first invested.
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